Confluence Wealth Services, Inc. Valero Energy Corp Transaction History

Confluence Wealth Services, Inc.

$1.86 Billion
Q3 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Valero Energy Corp stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 7,082 shares of VLO stock, worth $1.22 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,082

Previous 7,082 -0.0%

Holding current value

$1.22 Million

Previous $951,000 26.71%

% of portfolio

0.06%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$121.76 - $142.99 $1,704 - $2,001	-14 Reduced 0.2%	7,082 $935,000
Q4 2024 Jan 27, 2025	SELL	$118.59 - $144.02 $79,929 - $97,069	-674 Reduced 8.67%	7,096 $869,000
Q3 2024 Oct 29, 2024	BUY	$132.81 - $163.48 $1,859 - $2,288	14 Added 0.18%	7,770 $1.05 Million
Q2 2024 Jul 31, 2024	SELL	$148.38 - $183.39 $28,785 - $35,577	-194 Reduced 2.44%	7,756 $1.22 Million
Q4 2023 Jan 25, 2024	SELL	$119.92 - $138.09 $5,636 - $6,490	-47 Reduced 0.59%	7,950 $1.03 Million
Q2 2023 Aug 01, 2023	BUY	$104.31 - $138.53 $3,546 - $4,710	34 Added 0.43%	7,997 $938,000
Q1 2023 May 11, 2023	BUY	$119.51 - $149.96 $9,202 - $11,546	77 Added 0.98%	7,963 $1.11 Million
Q4 2022 Feb 10, 2023	BUY	$108.68 - $141.95 $28,365 - $37,048	261 Added 3.42%	7,886 $1 Million
Q3 2022 Nov 08, 2022	SELL	$97.89 - $123.42 $9,789 - $12,342	-100 Reduced 1.29%	7,625 $814,000
Q2 2022 Aug 15, 2022	SELL	$100.74 - $145.08 $20,047 - $28,870	-199 Reduced 2.51%	7,725 $881,000
Q1 2022 Apr 26, 2022	BUY	$77.14 - $101.54 $12,650 - $16,652	164 Added 2.11%	7,924 $804,000
Q4 2021 Feb 10, 2022	BUY	$66.94 - $82.69 $519,454 - $641,674	7,760 New	7,760 $582,000

Others Institutions Holding VLO

# of Institutions

1,775

Shares Held

266M

Call Options Held

4.03M

Put Options Held

4.28M

View Full List

About VALERO ENERGY CORP

Ticker VLO
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 385,523,008
Market Cap $66.2B
Description
Valero Energy Corporation manufactures, markets, and sells transportation fuels and petrochemical products in the United States, Canada, the United Kingdom, Ireland, and internationally. The company operates through three segments: Refining, Renewable Diesel, and Ethanol. It produces conventional, premium, and reformulated gasolines; gasoline me...

More about VLO

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Confluence Wealth Services, Inc. Valero Energy Corp Transaction History